Chainlink Positioned for $4T Tokenization Boom, Standard Chartered Says

Standard Chartered has released a research note titled 'Chainlink, Owning the rails' that argues Chainlink (LINK) may become a key beneficiary of the next phase of institutional tokenization.

The bank expects tokenized assets to grow to $4 trillion by 2028, from about $340 billion today. It initiated coverage of LINK with a forecast of $200 by the end of 2030, up from around $8 today.

According to Standard Chartered, tokenized assets cannot scale without reliable external data, secure movement across blockchains, privacy tools, and compliance systems. Chainlink already provides on-chain connections for about 70% of DeFi markets globally and more than 80% on Ethereum, with over $32 trillion in transaction value enabled to date.

The bank also points to growing institutional use, citing companies such as Swift, DTCC, Euroclear, JPMorgan, Mastercard, UBS, Fidelity, and WisdomTree using Chainlink services. Key risks include slower institutional tokenization, delayed production workflows, competition from specialist providers, and technical setbacks.